Wealth Enhancement Trust Services, Inc.
Position in OHI — Omega Healthcare Investors Inc
CIK 2067696
SIOUX FALLS, SD
Position in OHI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$33,328
+$7,036 QoQ
Shares Held
699
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#638
of 755 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $2,084,871 across 5 REIT - Healthcare Facilities names. OHI ranks #2 (1.6% of the industry book) .
All Filings in OHI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,328 | 699 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $26,292 | 600 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $31,038 | 700 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||